2023 Form 5500 filing — Hendricks Group 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910130709NAL0013171282001) for Hendricks Group 401(K) Plan, reported by Hendricks Holding Co., Inc. under EIN 39-2016366 and plan number 001. It reports 3,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240910130709NAL0013171282001
Filing year
2023
Form type
2
Plan sponsor
Hendricks Holding Co., Inc.
EIN
39-2016366
Plan number
001
Location
Beloit, WI
Participants
3,203
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$61,875,171
Total liabilities (EOY)
$93
Net assets (EOY)
$61,875,078
Employer contributions
$4,143,619
Participant contributions
$7,228,979
Total income / additions
$23,335,452
Benefits paid
$6,468,238
Administrative expenses
$237,178
Total expenses
$6,784,846
Net increase / (decrease)
$16,550,606
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliance Pension Consultants, LLCRECORDKEEPER$127,658not reported in the loaded dataset
Kestra Investment ServicesINVESTMENT ADVISOR$50,000not reported in the loaded dataset
Charles Schwab Trust BankTRUSTEE$36,939$0
Minuteman PressPARTICIPANT COMMUNICATIO$11,411not reported in the loaded dataset
Wipfli LlpAUDITOR$9,000not reported in the loaded dataset

Related Form 5500 pages